Team
Tom is Wealth Advisor and Managing Partner at V Wealth Management. He specializes in investment, retirement and estate planning for high-net worth individuals, families, endowments and foundations.
Scott is a Wealth Advisor at V Wealth management. He specializes in investment, retirement and estate planning for clients.
Jeb is Wealth Advisor and Certified Financial Planner (“CFP®”) at V Wealth Management LLC. Prior to joining V Wealth, he was Divisional Vice President and Investment Adviser at AXA Advisors from 2004 to 2011.
Tye Martin a Senior Wealth Advisor at V Wealth Management. He focuses on building long-range, goal-oriented plans with high net worth families and business owners.
Richard Meyer is a Wealth Advisor at V Wealth Management. He specializes in retirement and estate planning for small business owners, retirees, corporations, endowments and foundations.
Eric enjoys building relationships with his clients and helping them plan for and pursue their financial goals.
Daniel D. Cherra, CFP®, joined LPL Financial as an independent financial advisor in 1999. In the fall of 2011, he merged his practice in with Tom Blumer and Brett Lange at V Wealth Management.
Brook is a CFP® with 23 years of experience as a financial advisor. Brook and his two, exceptional staff members work tirelessly to assist business owners and individuals who have the financial resources to build and preserve their...
Patricia Lucas' career in the financial services industry began over three decades ago. She received a full academic scholarship to DePaul University located in Chicago, IL where she earned a Bachelor of Science degree in Commerce...
Susan Friend
Administrative and Marketing Professional - Metcalf Partners Wealth Management